Search for Event by:
Tuesday Jan 31, 2023
Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary.
Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session!
... read more
Categories: CCFB Webinar
Thursday Feb 2, 2023
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, Rising CEO
Tuesday Feb 7, 2023
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Wednesday Feb 8, 2023
Are you managing your calendar, prioritizing tasks, and feeling productive – or are small daily crises dictating how and your family members in the business will spend your day? We’ll discuss how you can take back your time by getting organized, minimizing time wasters, and planning your day effectively.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Thursday Feb 9, 2023
We invite you to join us for our Family Business Showcase at Crimson Design Group, a full-service luxury interior design studio in Grandview Heights. Open to family and community business leaders in Central Ohio, the Family Business Showcase provides an insider's perspective into what has made the business successful, and its plans for the future.
Founded by Cheryl Stauffer, Crimson Design Group has grown from a one-woman business to a team of nearly 20 creatives, and is now celebrating its 20th year in business! Join us for a tour of the 10,000 square foot building that serves as Crimson HQ and The Bazaar, Crimson's in-house art gallery.
Learn how Crimson Design Group has evolved the past two decades, and how this family business has begun to venture into new sectors as a result of their growth. Appetizers and drinks will be provided for you while you meet and mingle with other family business and community leaders.
... read more
Categories: CCFB Networking & Social Events
Tuesday Feb 14, 2023
Employee performance reviews are an important part of engaging employees and if done right, have a big impact on their success in your organization. However, giving performance feedback can be very uncomfortable and especially tricky in family business. Join us as we discuss elements of an effective performance review, how often they should be conducted, and practical strategies for delivering valuable feedback.
... read more
Categories: CCFB Peer Group, Women in Family Business
Thursday Feb 16, 2023
We hear time and time again that being a spouse or in-law in a family business can be challenging. Not only are they impacted by decisions made by the business, but they, too, have a “pillow talk” effect. Our panelists will discuss the highs and lows of being on the outside looking in and how it affects their relationships with their partners, the family business, and their Thanksgiving dinner table gatherings.
Panelists:
Derek Lichtfuss, Director at Newmark; Spouse & In-Law (married to Katie Ricart Licthfuss of Ricart Automotive)
Dustin Wilshire, Co-CEO at Reitter, Inc; In-Law (married to Fritz Reitter's daughter, Rachel)
Facilitated by Bea Wolper, Co-Founder & Board President, Conway Center for Family Business; President, Emens Wolper Jacobs & Jasin Law Firm
Sponsored by GREENCREST
... read more
Categories: CCFB Educational Program
Thursday Feb 16, 2023
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, CEO
Wednesday Feb 22, 2023
The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, Rising CEO
Thursday Mar 2, 2023
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, Rising CEO
Tuesday Mar 7, 2023
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required.
... read more
Categories: CCFB Peer Group, C-Suite Non-Family Leaders
Wednesday Mar 8, 2023
Sometimes you can get lost in a family business, just waiting for someone to tell you what your next role will be. How can we effectively navigate our career on our terms, ensuring we are using our best talents/passions to best serve the family business needs? We’ll discuss how to take charge of your career and build self-confidence.
... read more
Categories: CCFB Peer Group, Next Generation Leaders
Friday Mar 10, 2023
Tuesday Mar 14, 2023
Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes.
Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include:
- The importance of the valuation language and process contained within buy-sell agreements;
- The problems with formula-based buy-sell agreements;
- Critical valuation elements that should be addressed in agreements;
- Potential areas for concern with certain valuation language common in agreements;
- Best practices and recommendations for a successful buy-sell agreement.
... read more
Categories: CCFB Webinar
Thursday Mar 16, 2023
According to research done by Forbes, “a family-owned business engenders a strong sense of trust in consumers...family-owned businesses seem more stable, more customer-friendly, more approachable, and more trustworthy.” Our panelists put their family business pride front-and-center and use it not only as a marketing tool, but as a way to attract and retain employees. Indeed, we often hear them say, “we treat our employees like family” – they mean it and it shows.
Generously sponsored by GREENCREST
... read more
Categories: CCFB Educational Program
Tuesday Mar 21, 2023
How well are you able to adjust your communication style specific to those you lead? Communication in family business is critical, especially for women leaders, so if you are often asking yourself why can't everyone be like me?or why is this so difficult?- then you may need some work in this area!
Join us as we explore how to determine your communication style, and the importance of recognizing and adapting the ways you come across to others based on their unique learning style and situation.
... read more
Categories: CCFB Peer Group, Women in Family Business
Wednesday Mar 22, 2023
The CEO Peer Group of Rising and New Leaders of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, Rising CEO
Thursday Mar 23, 2023
Let’s address total compensation and discuss ways to weave in creative leave strategies as a benefit to attract and retain employees.
The term ''leave'' covers any paid or unpaid time off you may want to offer your employees. We’ll discuss various leave options available to Ohio employees and have candid conversations on their impact to your business.
We’ll also discuss what you should put in writing regarding leaves to reserve your rights as an employer and set up employee expectations. This discussion will also include the good, bad, and ugly about “unlimited” leaves!
... read more
Categories: CCFB Roundtable, CCFB Peer Group, Human Resources
Thursday Mar 23, 2023
The Conway Strong CEO Peer Group is for Presidents and CEOs of family-owned businesses. The group is by invitation only and there is an additional annual fee to attend.
... read more
Categories: CCFB Peer Group, CEO
Thursday Mar 30, 2023
Succession Planning 101: Where to Begin?
If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics:
What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start.
What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic!
Buy-Sell Agreements: Who needs them and the important reasons behind them.
Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect.
... read more
Categories: CCFB Roundtable, CCFB Peer Group, Succession Planning
Friday Mar 31, 2023
We are hosting a breakfast for new, returning, or any other family business or service provider members interested in learning more about getting the most out of your Conway Center membership!
This event will give everyone an opportunity to network with other family business leaders, and to learn more about the history of the Conway Center, its offerings and member benefits.
... read more
Categories: CCFB Networking & Social Events
